Lump Sum10 years ago
$10,000 invested once
$1,995-$8,005 · -80.05%
Total invested$10,000
Annualised (CAGR)-25.25%
Max drawdown-94.19%
SIP · Monthly68 contributions
$100 every month
$6,064-$736 · -10.83%
Total invested$6,800
Money-weighted (XIRR)-4.10%
Max drawdown-76.26%
SIP · Biweekly145 contributions
$100 every two weeks
$12,821-$1,679 · -11.58%
Total invested$14,500
Money-weighted (XIRR)-4.42%
Max drawdown-75.91%
Playground
How you invest
Growth of your contributions
You invest
$16,800
It would be worth
$8,059after your settings in CURA.TO
Profit
-$8,741-52.03% on money in
Annualised return
-16.26%Money-weighted (XIRR)
Deepest dip
-84.38%worst peak-to-trough on the way
Trailing returns
| 1 mth | 3 mth | 6 mth | 1 yr | 3 yr | 5 yr | 10 yr |
|---|---|---|---|---|---|---|
-29.52% | -14.89% | -18.66% | -8.77% | -1.18% p.a. | -21.24% p.a. | — |
Calendar-year returns
| 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
|---|---|---|---|---|---|
| -38.69% | -48.41% | -5.49% | -58.08% | +54.98% | +2.70% |
Annual return (%)
Year by year, with your settings
| Year end | Invested to date | Value | Gain | Return on money in |
|---|---|---|---|---|
| 2021 | $10,900 | $6,805 | -$4,095 | -37.57% |
| 2022 | $12,200 | $4,469 | -$7,731 | -63.37% |
| 2023 | $13,400 | $5,683 | -$7,717 | -57.59% |
| 2024 | $14,600 | $2,990 | -$11,610 | -79.52% |
| 2025 | $15,800 | $6,932 | -$8,868 | -56.13% |
| 2026 (YTD) | $16,800 | $8,059 | -$8,741 | -52.03% |
Best 12-month stretch
+366.67%May 2025 → May 2026
Worst 12-month stretch
-85.68%Apr 2024 → Mar 2025
Deepest drawdown
-94.19%peak-to-trough on the lump sum
Fee drag over 10 yrs
—not a fund — no expense ratio
Dividend earnings
$0on $10,000, trailing 10 years